VICTORY ASSET MANAGEMENT COMPANY
Get to know the company that is raising the standards in retirement planning. The topics covered provide detailed and insightful information about a company grounded in Best Practice Standards.
Company Profile
This section describes Victory Asset Management Company and its services. It also provides a brief overview of the retirement planning industry, its flaws and the steps taken to dramatically improve retirement planning services.
Corporate Principles
Victory Asset Management Company is principle - driven. Review the principles that guide and motivates their high quality performance and commitment.
Investment Committee
This section briefly describes the expert team that oversees the investment management process and activities of Victory Asset Management and its clientele.
Mission Statement
The mission of Victory Asset Management states clearly their passion for successful company retirement planning. Read it here.
YOUR RETIREMENT
The Department of Labor and ERISA state explicitly the requirements of an effective retirement planning program. Learn more details in the following sections.
DOL
The Department of Labor has expectations of every company retirement plan. This section will give the specifics.
ERISA
Learn about the Federal Law that protects the assets of millions in this section.
How to avoid prohibited transactions
Learn about prohibited transactions and exemptions in this section.
Pension information and record keeping
This section briefly describes Alliance Benefit Group, the largest independent record keeper in the Mid Atlantic region.
INFORMATION CENTER
Education is a must in order to meet DOL requirements and deliver a high quality retirement planning program. Study this section carefully.
Quality of Life
This sections outlines the components of a high quality company retirement plan.
10 Myths concerning your company retirement plan
Many company executives have misconceptions about their retirement plans. This section dispels the most common myths.
10 questions the DOL says you must ask your advisor
This section list questions that will help you get your plan on the right track.
Retirement Plan Types
Learn what you need to know about the various plan types in this section.
FIDUCIARY RESPONSIBILITIES
The DOL states that company executives are ultimately responsible for their retirement plans. Learn what that really means in the following sections.
Meeting Your Fiduciary Responsibilities
Are you a fiduciary? What is the role of a fiduciary? These questions and more provide the insight and information company retirement plan executives need.
Investment Policy Statement
Learn about the central and guiding document of your company retirement plan in this section.
Fiduciary Plan Reporting
This section provides information about plan reporting, its purpose, requirements, and processes.
PROCESS DRIVEN – RESULTS…SECURITY
This section briefly describes the five-step investment management process developed by Victory Asset Management based on Best Practice Standards.
HIDDEN TIME BOMB TEST (Featured in the Spring / Summer 06 issue of ‘Wealth Creation’ Magazine)
Company executives may take the ‘Hidden Time Bomb’ test to identify deficiencies in their company retirement plans.
